Easily build and track your donor portfolio through customizable visual workflows. Build unique donor engagement plans and assign tasks with automatic reminders so that no follow-ups fall through the cracks.
Book More Donor Meetings
Easily store holistic donor information including notes, interaction history, and more to personalize donor outreach and get more responses.
Review donor profiles before meetings and easily record interaction notes with a fully mobile-friendly platform. Capture one-on-one communication history automatically with Gmail and Outlook integrations.
See and Share Portfolio Insights
Built-in reporting and data visualizations provide instant insight into the health of your portfolio and make sharing progress updates with your team easier than ever.
See The Platform Built With Major Gifts Officers In Mind
Capture holistic donor data including gifts, volunteer history, relationships, and more in a modern relationship management system
Build custom engagement plans for each donor and track your progress with visual workflows
Raise more major gifts with a platform built to supercharge cultivation and stewardship efforts
Access instant reporting and data visualizations on the health of your major gifts program